Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Ira Prozan has over 30 years of experience in the financial services industry. Lawrence has worked for several firms throughout his career, including Cetera Advisors LLC and Royal Alliance Associates, Inc. Lawrence is currently a registered representative and investment advisor representative with Wealth Enhancement Advisory Services, LLC and is licensed to provide financial services in multiple states. Lawrence provides financial planning and investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
04/03/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
12/18/1998 - 04/03/2023
CETERA ADVISORS LLC (WALNUT CREEK CA)
AZ
11/16/1998 - 12/17/1998
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
03/31/1998 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
AZ
01/31/1997 - 03/19/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
10/18/1989 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
11/03/1988 - 11/01/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/02/1988 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
07/20/1987 - 02/18/1988
INTRUST INVESTOR SERVICES, INC.
NA
03/16/1987 - 06/25/1987
MARTIN SMITH SECURITIES CORP.
NA
10/09/1985 - 02/27/1987
CALVERT SECURITIES CORPORATION
BOTH
Issued 11/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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